I have a passion for helping people achieve their goals and ambitions in the way of lifestyle choices. I love to see people succeed and attain success in the areas of their lives that are most important to them. I enjoy taking people through a process of discovery, whereby they attain a complete understanding of the direction they wish to go down, then taking complete control of their circumstances to ultimately achieve their lifestyle choices. It’s not about the money, it’s what the money can bring you in the way of peace of mind and financial independence. I take a holistic view of each client’s unique situation and design a strategic solution to ensure their goals are achieved on time and safely. I then bring together other professional advisers who can assist in the various aspects of financial services that are required to ensure true financial independence.
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Expertise
My fees
I offer a free initial consultation for potential new clients. Get in touchNo obligation initial Discovery Meeting. Strategy Paper will be personally prepared which clearly outlines Steps, Outcomes, Fees and Services delivered both initially along with ongoing coaching.
Recent reviews
At a glance
- Adviser status Gold
- Rating
- Number of reviews 48
- First year providing advice 1994
- Years of experience 30
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Highest qualification
- Advanced Diploma of Financial Services (Financial Planning)
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Language spoken
- English
Collins Financial Group Pty Ltd
Roscommon House, Ground Level, 44 Benson Street
Toowong, QLD 4066Opening hours
- 8:00am – 3:00pm Friday
- 8:00am – 5:00pm Monday – Thursday
Meeting methods
- Phone
- Video call
Licensed by
Matrix Planning Solutions Ltd
AFSL 238256